INVESCO EXCHANGE TRADED FD T's ticker is XLG and the CUSIP is 46137V233. A total of 364 filers reported holding INVESCO EXCHANGE TRADED FD T in Q2 2024. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $336,263 | -5.5% | 7,350 | -13.0% | 0.04% | -7.9% |
| Q1 2024 | $355,999 | +6.6% | 8,450 | -4.5% | 0.04% | -2.6% |
| Q4 2023 | $333,822 | +11.1% | 8,850 | 0.0% | 0.04% | -2.5% |
| Q3 2023 | $300,546 | -2.9% | 8,850 | +900.0% | 0.04% | +2.6% |
| Q2 2023 | $309,511 | +12.6% | 885 | 0.0% | 0.04% | +5.4% |
| Q1 2023 | $274,810 | +20.7% | 885 | +7.3% | 0.04% | +15.6% |
| Q4 2022 | $227,684 | -4.3% | 825 | -6.8% | 0.03% | -11.1% |
| Q3 2022 | $238,000 | -6.3% | 885 | 0.0% | 0.04% | -7.7% |
| Q2 2022 | $254,000 | -18.3% | 885 | 0.0% | 0.04% | -7.1% |
| Q1 2022 | $311,000 | -4.9% | 885 | 0.0% | 0.04% | -6.7% |
| Q4 2021 | $327,000 | +12.0% | 885 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $292,000 | +1.4% | 885 | 0.0% | 0.04% | +4.7% |
| Q2 2021 | $288,000 | -1.4% | 885 | -10.2% | 0.04% | -8.5% |
| Q1 2021 | $292,000 | 0.0% | 985 | -3.9% | 0.05% | -13.0% |
| Q4 2020 | $292,000 | +7.7% | 1,025 | -1.0% | 0.05% | -3.6% |
| Q3 2020 | $271,000 | +27.2% | 1,035 | +15.6% | 0.06% | +19.1% |
| Q2 2020 | $213,000 | – | 895 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Reliant Wealth Planning | 108,872 | $25,900,000 | 16.08% |
| Engrave Wealth Partners LLC | 54,444 | $12,952,000 | 11.53% |
| Wolf Group Capital Advisors | 44,180 | $10,510,000 | 7.83% |
| Retirement Group, LLC | 45,498 | $10,824,000 | 6.71% |
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 12,515 | $3,093,000 | 3.38% |
| Systelligence, LLC | 33,635 | $8,002,000 | 2.59% |
| Jackson Wealth Management, LLC | 61,014 | $14,515,000 | 2.58% |
| Financial Services Advisory Inc | 21,212 | $5,046,000 | 2.56% |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 164,764 | $39,197,000 | 2.38% |
| Great Diamond Partners, LLC | 18,381 | $4,372,000 | 1.81% |